REAL PERSONAL FINANCE

WITH SCOTT FRANK, CFP®, CFA AND JAMES CONOLE, CFP®, MBA

"MONEY CAN BE CONFUSING - BUT IT DOESN'T HAVE TO BE"

ABOUT US

While enjoying carne asada burritos, a San Diego staple, James and Scott realized they were both asked similar questions by clients, family, and friends.  While everyone has unique situations, Scott and James feel that everyone should have a base level of financial knowledge. Wanting a better way to educate as many people as possible, James and Scott figured the best way was to answer one real personal finance question a week.

 

This podcast is designed to provide clear and thorough answers to  questions we commonly hear from clients and listeners.

 
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Scott Frank, CFP®, CFA

Scott is the founder of Stone Steps Financial. Stone Steps helps entrepreneurs and professionals align their money with life while navigating the complexities of finance.

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James Conole, CFP®, MBA

James is the founder of Root Financial Partners. He started his company to provide unbiased advice to people looking to take control of their finances and live life fully.

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